A complete list of active advisors currently associated with Genesis Wealth Advisors, LLC

Warmer can help you find a great advisor at Genesis Wealth Advisors, LLC or one who fits your needs even better.

Genesis Wealth Advisors serves individual and high‑net‑worth clients, charitable organizations, and retirement plans, offering discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services. Its Fundamental Wealth Management Service (FWMS) and Institutional Wealth Management Service (IWMS) include model or custom portfolio management, financial planning, and additional support such as trustee administrative assistance and tax documentation organization. The firm’s investment approach emphasizes fundamental analysis and long‑term portfolio construction tailored to each client’s objectives, risk tolerance, and time horizon, with the advisor responsible for ongoing monitoring and periodic rebalancing. Genesis also documents and communicates account performance: it notes model/custom portfolio management in FWMS and states it may provide periodic reports regarding holdings, allocations, and performance (including performance reporting for retirement plans). What distinguishes Genesis from many peers is its use of model portfolios and related performance disclosures—its brochure describes model/custom portfolios and the provision of performance reporting and client reports that can include performance results and hypothetical/model information. The firm’s ADV also discloses relationships and platform arrangements that are less common for similarly sized teams, including participation in the Fidelity Institutional platform and other disclosed industry affiliations and service offerings such as intergenerational financial education and trustee support.

To learn more about the advisors currently working at Genesis Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Genesis Wealth Advisors, LLC's office locations.

Name	Location	Years of experience
Adrian Baldeon	Braintree, MA	7
Arthur Debenedictis	Wakefield, MA	27
Nicholas De Peyster	Stoughton, MA	16
Daniel Duval	Stoughton, MA	12
Paul Duval Jr.	Stoughton, MA	36
Paul Stone	Stoughton, MA	13

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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